Council Leadership Conference

WHERE LEADERS IN THE
ESTATE PLANNING COUNCIL COMMUNITY COME TOGETHER

Who Should Attend?

The Council Leadership Conference is for volunteer leaders and staff executives of estate planning councils of all sizes that are affiliated with NAEPC. We recommend that every council send at least one officer at the vice-president level or under and the council’s executive.

Our time together will include “learning pods” (small, topic-based workshops where council leaders share topic-based experiences, best practices, and learn from one another), sessions for councils of like-size, an evening reception honoring the councils receiving annual awards, and additional time to spend time with other leaders.

Learning Pod Topics appear below.  Each registrant is provided with a personalized schedule that is created based on preferences collected at the time of registration, however, when on-site, attendees are welcome to adjust their schedule based on preference.

Meetings & Events

• Crafting Events with Broad Appeal
• Hot Speakers & Topics
• In-Person vs. Virtual … What’s Best Today?
• Planning a Consumer Event – NEW!
• Running an Efficient Board or Membership Meeting – NEW!

Marketing

• Drafting Your Council’s Value Proposition
• Effective Writing & Drafting Compelling Meeting Announcements

Human Capital

• Creating a Fair and Balanced Board Nomination / Selection Process
• Help! Our Board, it’s BORED!
• Inspiring Volunteerism
• Starting, Populating, and Leveraging Committees – NEW!

Membership

• Best Practices in Welcoming New Members
• Converting Guests to Members
• Creating a Member Milestone Recognition Program & Service / Achievement Awards

Operations

• Advice and Guidance for Struggling Councils
• Creating a Sponsorship Program / Increasing Non-Dues Revenue
• How to Implement an AEP® Designation Council Nomination Program
• Nurturing a Warm & Welcoming Membership Environment
• Operations Checklist
• Scholarships – NEW!

Technology

• A Social Media Action Plan
• Making the Most of your Council’s NAEPC-Hosted Website

Registration is available as package with the Annual Conference or can be purchased separately as a Council Leadership Conference Pass.  Please see the “Register” page for additional details and pricing.

Miss the 2024 Council Leadership Conference?  Read session notes here.

Paid Staff Executives / Administrators

Each year we welcome staff executives from all types of business arrangements from across the country to learn from one another about items important to NAEPC and association management professionals.  Your sessions begin at 8:00 am on Wednesday, October 22, 2025, which is earlier than the remainder of the Council Leadership Conference.  Remember, your attendance is ALWAYS complimentary!

Schedule of Events

• Sessions for general attendees begin at 12:30 pm on Wednesday, October 22, 2025.  Lunch is included.
• Sessions for staff executives / administrators begin at 8:00 am on Wednesday, October 22, 2025.
• The Council Leadership Conference concludes at 12:00 pm on Thursday, October 23, 2025.